+363.8%
PSX vs GEN
+22.3%
+341.5%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.7% | +4.3% | +2.1% |
| 7D | +2.8% | -0.7% | +3.5% | +2.9% |
| 30D | +27.8% | +2.6% | +25.1% | +27.0% |
| 3M | +42.0% | +15.8% | +26.2% | +37.7% |
| 6M | +58.1% | +33.1% | +25.0% | +48.5% |
| YTD | +105.0% | +11.3% | +93.7% | +99.8% |
| 1Y | +104.9% | +1.7% | +103.3% | +103.6% |
| 3Y | +134.1% | +58.1% | +75.9% | +114.4% |
| 5Y | +363.8% | +20.6% | +343.2% | +340.2% |
| All | +363.8% | +22.3% | +341.5% | +340.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded GEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling